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Plotkin Financial Advisors’s Exelon EXC Stock Holding History

Plotkin Financial Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Hold
6,191
– – 0.12% 92
2026
Q1 		$303K Hold
6,191
– – 0.15% 78
2025
Q4 		$270K Hold
6,191
– – 0.13% 82
2025
Q3 		$279K Hold
6,191
– – 0.14% 78
2025
Q2 		$269K Hold
6,191
– – 0.15% 78
2025
Q1 		$285K Hold
6,191
– – 0.18% 74
2024
Q4 		$233K Hold
6,191
– – 0.14% 81
2024
Q3 		$251K Hold
6,191
– – 0.15% 80
2024
Q2 		$214K Hold
6,191
– – 0.14% 84
2024
Q1 		$233K Buy
+6,191
New +$221K 0.15% 81

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Plotkin Financial Advisors's EXC Position: Q2 2026 in Review

Plotkin Financial Advisors held its Exelon (EXC) position steady in Q2 2026 at 6,191 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #92.

Plotkin Financial Advisors first reported a position in EXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Plotkin Financial Advisors held 6,191 shares of Exelon worth $289K as of Q2 2026.
  • Plotkin Financial Advisors left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.12% of Plotkin Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Plotkin Financial Advisors first reported a position in Exelon in Q1 2024 and has held it in 10 quarters since.
  • Plotkin Financial Advisors's Exelon position peaked at $303K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.